Formstack Documents + Fulcrum
Merge Fulcrum records with newly-changed statuses into WebMerge documents
Want to make sure those documents get prepared as soon as the information is ready on Fulcrum? Set up this Zap and we'll handle everything. It will automatically trigger whenever a record status changes on Fulcrum after that, sending the information to WebMerge where it can be merged with the document of your choice as a result.
Want to make sure those documents get prepared as soon as the information is ready on Fulcrum? Set up this Zap and we'll handle everything. It will automatically trigger whenever a record status changes on Fulcrum after that, sending the information to WebMerge where it can be merged with the document of your choice as a result.
- When this happens...Record Updated
Triggers when a new record is updated.
- automatically do this!Create Document Merge
Send data to your Merge URL.
- Free forever for core features
- 14 day trial for premium features & apps
AppRequired
Try ItAppRequired
Try ItAppRequired
LatitudeRequired
LongitudeRequired
New Merged Document
Triggers when a merged/populated document is created.
Try It
AppRequired
Try ItNameRequired
DescriptionRequired
CustomerRequired
StatusRequired
Start DateRequired
End DateRequired
External Job IDRequired
AppRequired
Record IdRequired
LatitudeRequired
LongitudeRequired
OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5
